We offer clients financial planning services through LPL Financial that help them understand and maintain overall financial health. The services we provide are aligned with your specific priorities, and are reviewed and monitored frequently.

Our Emerging Investors package is specially designed to jump-start your planning. The initial one-year package includes:

Cashflow analysis and budgeting

Debt reduction strategies (student loans, credit cards)

Goal-based plan development (emergency savings, retirement)

Goal monitoring

Investment review

Behavior coaching

Education on investment products and services (mutual funds, stocks, bonds, retirement plans, IRA)

Online experience-My Blocks

Monthly newsletter

Additional conference calls as needed

Initial Set Up Fee: $300
Monthly Fee: $100